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World Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

World Investment Advisors’s Portfolio FPX Stock Details FPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$726K Hold
4,573
– – 0.01% 810
2026
Q1 		$726K Buy
4,573
+681
+17% +$112K 0.01% 821
2025
Q4 		$637K Buy
3,892
+120
+3% +$19.7K 0.01% 836
2025
Q3 		$627K Buy
3,772
+1,435
+61% +$218K 0.01% 709
2025
Q2 		$339K Hold
2,337
– – 0.01% 873
2025
Q1 		$261K Sell
2,337
-103
-4% -$12.8K 0.01% 919
2024
Q4 		$292K Buy
2,440
+100
+4% +$12K 0.01% 833
2024
Q3 		$258K Buy
+2,340
New +$238K 0.01% 786
2022
Q2 		– Sell
-2,270
Closed -$248K – 268
2022
Q1 		$248K Sell
2,270
-50
-2% -$5.33K 0.05% 223
2021
Q4 		$256K Sell
2,320
-100
-4% -$12.7K 0.05% 226
2021
Q3 		$299K Buy
2,420
+10
+0.4% +$1.27K 0.07% 185
2021
Q2 		$307K Sell
2,410
-1,300
-35% -$159K 0.07% 183
2021
Q1 		$410K Hold
3,710
– – 0.1% 136
2020
Q4 		$504K Hold
3,710
– – 0.13% 121
2020
Q3 		$359K Hold
3,710
– – 0.12% 107
2020
Q2 		$331K Sell
3,710
-10
-0.3% -$755 0.12% 112
2020
Q1 		$234K Sell
3,720
-50
-1% -$3.86K 0.11% 111
2019
Q4 		$303K Hold
3,770
– – 0.12% 107
2019
Q3 		$286K Buy
+3,770
New +$297K 0.12% 105

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

World Investment Advisors's FPX Position: Q2 2026 in Review

World Investment Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 4,573 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #810.

World Investment Advisors first reported a position in FPX in Q3 2019 and has held it in 19 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • World Investment Advisors held 4,573 shares of First Trust US Equity Opportunities ETF worth $726K as of Q2 2026.
  • World Investment Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #810 holding.
  • World Investment Advisors first reported a position in First Trust US Equity Opportunities ETF in Q3 2019 and has held it in 19 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.